Analytic Line Type + Update analytic item On action/change
by CLuedoo https://www.cluedoo.com/shop/lic-clu-set-aap-0021-analytic-line-type-update-analytic-item-on-action-change-5708$ 99.50
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
fal_analytic_line_type |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-aap-0021-analytic-line-type-update-analytic-item-on-action-change-5708 |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 168 |
| Technical Name |
fal_analytic_line_type |
| License | OPL-1 |
| Website | https://www.cluedoo.com/shop/lic-clu-set-aap-0021-analytic-line-type-update-analytic-item-on-action-change-5708 |
| Versions | 18.0 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo's Analytic accounting helps track expenses and revenues, as well as analyzing the profitability of a project or service. The analytic widget allows the distribution of expenses in one or more analytic accounts.
The need for modification of analytic accounts is common in daily operations.
Currently, the task of changing analytic accounts after already posting invoices, expenses and confirmed sales/purchase orders can be a bit tricky and mundane, especially if done manually.
CLUEDOO BEHAVIOR
Feature 1 : Adds "type" (sales/purchase/expense/ timesheet/journal item/etc.) to analytic items.
Feature 2
: Adds a tool to control the analytic account modification process and make sure analytic items are modified accordingly.
This includes adding an "Update Analytic" button on the Invoice/Bills, Sales/Purchase Order, and Expense wizards.
CLUEDOO RECOMMENDATIONS
Install on 100% on your database.
HOW TO USE THIS MODULE
Feature 1: Analytic Line Type
1.
Go to Settings and check each box, as seen in the picture.
2
Go to the Accounting app and select the 'Analytic Items' box. Then, fill the form for analytic items.
Feature 2: Update Analytic Item on action/change
Access right to update analytic accounts
1.
Activate Developer Mode. Then, go to Settings/ Users & Companies, and choose the intended User.
2.
On User setting, check the "Update Analytic Account SO/PO/Expense" box.
.
Update Analytic Accounts on posted Invoices/Bills
Example:
A posted invoice with analytic accounts in account move lines.
Analytic items already generated for the posted invoice.
.
To update a posted invoice's analytics accounts:
1.
On an invoice, click on the "Update Analytic" button
2.
In the
pop-up wizard, modify the analytic distribution on account move lines
3.
Click on "
Update Analytic".
Result:
1.
Analytic accounts are updated on the account move lines.
2.
Old analytic items are replaced by the updated ones.
.
Note:
The "Update Analytic" button is also available on Sales/Purchase Order and Expense.
.
Note:
Modification of analytic accounts on invoices/bills are subject to lock dates. A User cannot update analytic accounts of posted invoices/bills if the accounting date of the invoice/bill is prior to the lock date.
To set a lock date, go to Accounting -> Accounting->Lock dates.
.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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